Thursday, October 15, 2015

Deleting Custom Collections from Portals

On October 19, you will be able to delete a custom collection from a contact's portal while on the Contact Management screen and when you Work of Behalf of a contact. Currently, the only way to remove a custom collection is by clicking the View Portal link on the Portal tab in Contact Management. 

Delete Custom Collection - From the Portal Tab 
From the Contact Management screen, select a contact then select the Portal tab. Click the red X next to a collection to delete it. Deleting a custom collection will remove the entire collection from the contact's portal. If you click the X next to the default Recommended, Favorites, Likes, No Interest, or Removed collections, you will clear any listings from the collection, but the collection name will remain. 
 

Delete Custom Collection - Working on Behalf of a Contact 
You can also remove a custom collection when working on behalf of a contact. For more information on working on behalf of a contact, click here. While working on behalf of a contact, hover over the collection name with your mouse and a Trash icon will appear. Click the Trash icon to remove the custom collection. If you click the trash icon next to one of the default collections (Favorites, Likes, No Interest, Recommended, or Removed), you will clear all listings from the collection, but the collection name will remain. 
 

Delete Custom Collection - View Portal 
The ability to remove a custom collection is currently available from the Portal tab on the Contact Management page by clicking the View Portal link. This allows you to view your contact's portal. Hover over the name of the custom collection and click the Trash icon to remove it. 

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